Estate Planning

Your estate is a promise for the future. Make a plan to protect it.

When you’ve worked diligently to build an estate, the last thing you want to worry about is having it drained of value through taxes and legal costs after you’re gone. The right plan can not only protect the value of your estate, but spare your loved ones from unnecessary hassle and legal conflicts. We offer a variety of strategies for passing on your wealth in the most effective way possible. So make a promise to your heirs, and let us help you keep it.

We can assist you and your estate attorney in all aspects of developing and managing a personalized estate plan designed to ensure the continued growth and preservation of your family’s hard earned assets. Our Estate Planning areas of expertise include:

Wealth preservation strategies

Private-business succession planning

Family-trust planning

Charitable-remainder trusts

LPL Financial representatives offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial.

The financial consultants of Actis Wealth Management L.L.C. are registered representatives with and offer securities and fee based accounts through LPL Financial, Member FINRA/SIPC. br>

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we may only discuss or transact securities business with individuals residing in states where we are currently registered. We are licensed in the following states: AZ, CA, CO, CT, FL, IA, IL, IN, KS, MD, MI, MN, MO, MT, NE, NJ, OH, PA, SD, TX.
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